CABANA ADVISORS, LLC
CRD #145395 SEC #801-68549 PLANO, TX 972-383-5300
SEC Registered
Total AUM
$36.1M
Discretionary
$36.1M
Employees
2
Clients
1
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $36.1M | $36.1M | $0 | 2 | 0 |
| Mar 2020 | $36.1M | $36.1M | $0 | 2 | 0 |
| Dec 2019 | $36.1M | $36.1M | $0 | 2 | 0 |
| Jul 2019 | $118.3M | $118.3M | $0 | 2 | 0 |
| Jun 2019 | $118.3M | $118.3M | $0 | 2 | 0 |
| Jun 2019 | $118.3M | $118.3M | $0 | 2 | 0 |
| Apr 2019 | $119.9M | $119.9M | $0 | 4 | 0 |
| Mar 2019 | $119.9M | $119.9M | $0 | 4 | 0 |
| Mar 2018 | $128.5M | $128.5M | $0 | 4 | 2,480 |
| Jun 2017 | $83M | $83M | $0 | 4 | 500 |
| Mar 2017 | $83M | $83M | $0 | 4 | 500 |
| Mar 2016 | $138.2M | $138.2M | $0 | 5 | 1,200 |
| Nov 2015 | $182M | $182M | $0 | 7 | 1,600 |
| Jul 2015 | $182M | $182M | $0 | 7 | 1,600 |
| Mar 2015 | $182M | $182M | $0 | 7 | 1,600 |
| Mar 2014 | $200.4M | $200.4M | $0 | 8 | 1,600 |
| Mar 2014 | $200.4M | $200.4M | $0 | 8 | 1,600 |
| Mar 2013 | $198.3M | $198.3M | $0 | 8 | 1,600 |
| May 2012 | $186M | $186M | $0 | 1 | 1,600 |
| Apr 2012 | $186M | $186M | $0 | 1 | 1,600 |
| Mar 2012 | $190.7M | $189.9M | $788.7K | 1 | 1,700 |
| Dec 2011 | $210.5M | $209.7M | $735K | 1 | 1,500 |
| Jul 2011 | $210.5M | $209.7M | $735K | 5 | -- |
| Apr 2011 | $210.5M | $209.7M | $735K | 5 | -- |
| Apr 2011 | $172.9M | $172.2M | $735K | 5 | -- |
| Jul 2010 | $135.1M | $135.1M | $0 | 5 | -- |
| Jun 2010 | $100.8M | $100.8M | $0 | 5 | -- |
| May 2010 | $100.8M | $100.8M | $0 | 5 | -- |
| Apr 2009 | $27M | $27M | $0 | 5 | -- |
| Apr 2009 | $27M | $27M | $0 | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2020
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees2
Clients0
DateDec 2019
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees2
Clients0
DateApr 2019
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees4
Clients2,480
DateJun 2017
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees4
Clients500
DateMar 2017
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees4
Clients500
DateMar 2016
Total AUM$138.2M
Discretionary$138.2M
Non-Disc.$0
Employees5
Clients1,200
DateNov 2015
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees7
Clients1,600
DateJul 2015
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees7
Clients1,600
DateMar 2015
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees7
Clients1,600
DateMar 2014
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees8
Clients1,600
DateMar 2014
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees8
Clients1,600
DateMar 2013
Total AUM$198.3M
Discretionary$198.3M
Non-Disc.$0
Employees8
Clients1,600
DateMay 2012
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees1
Clients1,600
DateApr 2012
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees1
Clients1,600
DateMar 2012
Total AUM$190.7M
Discretionary$189.9M
Non-Disc.$788.7K
Employees1
Clients1,700
DateDec 2011
Total AUM$210.5M
Discretionary$209.7M
Non-Disc.$735K
Employees1
Clients1,500
DateJul 2011
Total AUM$210.5M
Discretionary$209.7M
Non-Disc.$735K
Employees5
Clients--
DateApr 2011
Total AUM$210.5M
Discretionary$209.7M
Non-Disc.$735K
Employees5
Clients--
DateApr 2011
Total AUM$172.9M
Discretionary$172.2M
Non-Disc.$735K
Employees5
Clients--
DateJul 2010
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--